Merging Duplicate Accounts

From the admin dashboard, Click on 'People' and select “Merge Duplicates”

 

 

 From the Merge Duplicates filter screen, select the filtering options to find the contact to be merged. Examples of filtering options include - First Name, Last Name, Company, Email etc. Click 'Search' to display results.

 

 

 

The search results page should display all duplicate accounts and two options, “Primary Record” and “Consolidate”. 

 

Decide which of the accounts is the primary account and ensure all information on the primary account is correct.  Select the radio button under primary Record column for this account.

 

The second account will be the account consolidated into the primary account.

 

Click 'Consolidate'

 

 

  

 

If the Primary account is a fda account, the user should be able to login via SSO sign in option.

 

If the primary account is a non-fda account, send a password reset request for the new main account

 

Email the person whose accounts you merged and let them know which account is now the main account. Also let them know that you sent a PW request so they know to look for it.

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